Document Categories
Updated
This article explains the different high-level categories of documents found in Wheelhouse.
Archive Document | Documents that have been moved out of the main document categories and into an archive. |
Conversation Document | Documents that are uploaded through a conversation. |
Form Document | Documents that have been uploaded through a custom form. |
Import Document | Documents that are imported through SmartClip or some other process and not otherwise categorized. |
Order Document | Documents that are related to a quote, sale, or invoice. |
Public Document | Documents that are intended to be shared publicly. |
Template Document | Documents that are used for creating custom output documents from a template. |